+35.2%
HBAN vs ALHC
-27.5%
+62.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -0.5% |
| 7D | -1.5% | -4.1% | +2.6% | -1.2% |
| 30D | -5.5% | -5.4% | -0.1% | -5.1% |
| 3M | -0.2% | -32.1% | +31.9% | +2.4% |
| 6M | +5.2% | -28.5% | +33.6% | +6.8% |
| YTD | -2.3% | -34.0% | +31.7% | -0.3% |
| 1Y | -2.2% | -20.9% | +18.7% | -1.7% |
| 3Y | +73.8% | +151.5% | -77.7% | +53.0% |
| 5Y | +35.2% | -28.8% | +64.1% | +25.9% |
| All | +35.2% | -27.5% | +62.7% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ALHC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling